Share Name Share Symbol Market Type Share ISIN Share Description
Dillistone Group Plc LSE:DSG London Ordinary Share GB00B13QQB40 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.00 5.41% 19.50 18.00 21.00 19.50 18.50 18.50 5,924 12:07:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 8.7 -0.5 -1.3 - 4

Dillistone Share Discussion Threads

Showing 226 to 249 of 275 messages
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
10/5/2018
22:38
In the meantime, popcorn out for the descent to 60p. If there is shorting, this could even spike to low 50s. Board will regret not raising money in this region.
likitorma
10/5/2018
22:33
Seems to be falling with no selling pressure. I assume some poor sb house has agreed to help a small client to short - given the illiquidity and associated expense it will need to hit 60s for them to make even a small profit. Seems to be a lot of amateur shorting volume across the market - they will eventually get wiped.
wigwammer
10/5/2018
17:14
Oh, down it goes. Down to 60p very very soon.
likitorma
08/5/2018
11:07
Dropping again today. Should that low 80s support go, we are going to 60p and that would happen really quickly. Those who are still at a profit should maybe consider banking that profit and rebuy at 60p. Those thinking of buying would probably wait for the 60s now. Sells going below the bid last week - very worrying.
likitorma
08/5/2018
09:25
Massive potential on a high gross margin product - nothing in the price for it.. "Our GatedTalent product, launched in October 2017, has been very well received with a growth trajectory that, we believe, will lead to it becoming the dominant product in its market space within a year."
wigwammer
07/5/2018
22:04
The price has gone from above 100p to low 80s, so well on. Our way to 60p. Reckon we will break the low 80s support this week.
likitorma
07/5/2018
21:14
Gonzela=likitorma Both new posters started posting start of March. Both banging on about 60p Try harder
zoolook
07/5/2018
20:19
The rise from 60s has been purely due to Gated Talent. Were it to disappoint even in the slightest way, the price will go well below 60p as the market tends to overshoot in both directions. Listening to the interview, we may not hear back until July, when they expect majority of messages to have been sent. There is also the possibility of a placing depending on how Gated Talent is received. Sells going below bid, which is worrying. Should this break the 82p support, this will drop very quickly.
likitorma
04/5/2018
11:32
I agree mw, we will see whether Gated Talent is likely to fly over the next few months - see quite below. Either way - looking at the valuation versus history, there is very little built into the price for it. If it disappoints then smallish pull back. If GT looks set to take off - could see the shares double or more in short order.... "we believe that the vast majority of our clients will not send messages before May, with a number of firms likely to complete the process in June or even July"
wigwammer
03/5/2018
05:52
Getting closer to the 60p. Sells going through below ask.
likitorma
02/5/2018
15:18
have to wait til after 25 May to see whether this will rise or fall...
mw8156
02/5/2018
13:26
Lol. So dramatic! Who do you think is listening? You, me and that tramp over there supping from a paper bag. If it drops to your circa 60s target I'll probably add more. Happy days :)
wigwammer
02/5/2018
12:20
Massive sells going through under the bid. Drop is imminent.
gonzela
27/4/2018
15:35
Results update with Jason Starr - CEO - https://www.brrmedia.co.uk/broadcasts/5ae2e34b2fad7a5a4f567687/dillistone-final-results Results webinar at 2pm on Wednesday 2 May - to register please go to hxxps://register.gotowebinar.com/register/6953940844866187265
tentrader
27/4/2018
09:14
Gonzela. Take a look at the valuation history of DSG, read the statement, consider the order book, think about the incremental cash conversion on rising 80%+ gross margin sales, consider the optionality of GT, the ungeared balance sheet. Truly - there are more interesting short plays out there.
wigwammer
27/4/2018
09:12
gonzela, I see you are a new poster and most of your posts have been about dsg and negative. It sounds like you are trying to help talk it down to 60p to buy in. If you have an analysis that points to 60p being fair value that would be interesting
zoolook
27/4/2018
09:08
Buying in the 60s provides good risk reward and well done to you for buying at the time. Anyone buying now is exposing themselves to a lot of risk. This could easily go down to 60p esp with the low volume that !over it from 60p to 90p.
gonzela
27/4/2018
09:04
Having built my position in the 60s I'm happy with the update. Strong order book and record recurring revenue implies improved cash conversion this year to fund growth. Their confidence is underlined by a reinstated dividend and a positive net cash position. I agree that Gated Talent could go one way or the other - but looking at the valuation history you are paying nothing for it - free optionality :)
wigwammer
27/4/2018
09:00
The market cap is well overvalued at 18million and they have lost a client which was worth 600k income to them per year: " As anticipated in our Interim statement, a SaaS contract with a major client expired in early 2018. This contract, with a client using a legacy product acquired as a result of an acquisition made several years ago, was worth in the region of £600,000 per annum in contribution terms to the Group"
gonzela
27/4/2018
08:29
Yes. I agree that with the Gated Talent innovation there is no need for them to pay a dividend as the investment case has changed from being a steady-away niche software business to a growth business which could prove to be a damp squib or shoot the lights out. Think this may track sideways until further updates on conversions. If it drops to 60p as you declare that would be a further buying opportunity for me
zoolook
27/4/2018
08:18
They are raising money, paying ridiculous interest rates and then paying out dividend: "The Board has raised £0.400m from the Directors and PDMRs (person discharging managerial responsibilities) in the form of a convertible loan note to provide continued funding for GatedTalent. The loan notes carry an interest rate of 8.15% and a conversion price of 71.6p. The loan note has a 3-year duration but with various rights for early conversion or repayment. "
gonzela
27/4/2018
08:15
"Our GatedTalent product, launched in October 2017, has been very well received with a growth trajectory that, we believe, will lead to it becoming the dominant product in its market space within a year."
wigwammer
27/4/2018
08:14
"This confidence in the future allows us to recommend a final dividend of 0.5p and we anticipate reporting further positive progress as the year progresses."
wigwammer
27/4/2018
08:11
Company is cash flow negative as stated below: "Adjusted operating profit dropped significantly to £0.309m, in part due to the investment made in GatedTalent and in part due to a decline in new licence sales. Excluding our GatedTalent investment, the Group remained cash generative across this year." Let's see when they will have to raise money.
gonzela
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
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